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Portfolio (Quarterly) Guide ↗

TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV

· CIK 0000709089
13F Portfolio $277M AUM 187 positions Filed May 6, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 15 New 82 Added 35 Reduced 4 Exited
Page 8 of 10  ·  187 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 NZUS SPDR SERIES TRUST 3,939.0 $130K 0.05% $32.92 +15.1%
142 IYW ISHARES TR 615.0 $112K 0.04% +8.0 +1.3% $181.42 +34.1%
143 IVW ISHARES TR 950.0 $107K 0.04% $113.11 +18.2%
144 XLP SELECT SECTOR SPDR TR 1,251.0 $103K 0.04% +1K +1102.9% $81.95 +2.2%
145 IJJ ISHARES TR 725.0 $96K 0.04% $132.50 +9.0%
146 ITOT ISHARES TR 627.0 $89K 0.03% $142.43 +13.2%
147 FNDE SCHWAB STRATEGIC TR 2,073.0 $79K 0.03% -120.0 -5.5% $38.26 +5.1%
148 XLB SELECT SECTOR SPDR TR 1,540.0 $77K 0.03% +2K +10000.0% $49.95 +1.8%
149 IBDU ISHARES TR 3,210.0 $75K 0.03% NEW $23.26 -0.6%
150 IBDV ISHARES TR 3,406.0 $75K 0.03% NEW $21.89 -0.7%
151 SENS SENSEONICS HLDGS INC Healthcare 10,928.0 $73K 0.03% $6.66 -9.3%
152 ERTH INVESCO EXCHANGE TRADED FD T 1,463.0 $69K 0.03% -131.0 -8.2% $47.40 -0.6%
153 RPG INVESCO EXCHANGE TRADED FD T 1,397.0 $65K 0.02% $46.73 +30.1%
154 PHO INVESCO EXCHANGE TRADED FD T 949.0 $63K 0.02% -84.0 -8.1% $66.83 -0.3%
155 IYY ISHARES TR 400.0 $63K 0.02% $158.45 +12.9%
156 XLF SELECT SECTOR SPDR TR 1,203.0 $59K 0.02% +1K +10000.0% $49.37 +9.1%
157 XLY SELECT SECTOR SPDR TR 443.0 $48K 0.02% +439.0 +10000.0% $108.94 +4.4%
158 LQD ISHARES TR 441.0 $48K 0.02% +3.0 +0.7% $108.87 +0.0%
159 SCHZ SCHWAB STRATEGIC TR 2,039.0 $47K 0.02% +13.0 +0.6% $23.22 -0.6%
160 XLC SELECT SECTOR SPDR TR 426.0 $47K 0.02% NEW $110.95 -3.3%
Page 8 of 10  ·  187 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 27.1%
Technology 15.3%
Consumer Cyclical 15.2%
Industrials 12.5%
Healthcare 8.3%
Communication Services 6.4%
Consumer Defensive 6.1%
Energy 4.8%
Utilities 3.0%
Basic Materials 1.3%